EverSource Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$174K	Buy	2,646 +458	+21%	+$31K	0.01%	1124
2025 Q4	$141K	Buy	2,188 +575	+36%	+$36.4K	0.01%	1139
2025 Q3	$94.5K	Sell	1,613 -11	-0.7%	-$607	﹤0.01%	1311
2025 Q2	$83.3K	Buy	1,624 +493	+44%	+$27.2K	﹤0.01%	1304
2025 Q1	$65.5K	Sell	1,131 -72	-6%	-$3.92K	﹤0.01%	1105
2024 Q4	$64.3K	Buy	1,203 +887	+281%	+$48.2K	﹤0.01%	1074
2024 Q3	$18.1K	Sell	316 -1,198	-79%	-$64K	﹤0.01%	1545
2024 Q2	$81.4K	Buy	1,514 +150	+11%	+$7.58K	0.01%	883
2024 Q1	$68.8K	Sell	1,364 -303	-18%	-$14.8K	0.01%	854
2023 Q4	$84.8K	Buy	1,667 +1,589	+2,037%	+$79.3K	0.01%	696
2023 Q3	$3.75K	Sell	78 -4	-5%	-$213	﹤0.01%	1814
2023 Q2	$4.65K	Sell	82 -626	-88%	-$36.6K	﹤0.01%	1756
2023 Q1	$41K	Buy	708 +690	+3,833%	+$39.4K	0.01%	858
2022 Q4	$1.07K	Sell	18 -2,143	-99%	-$117K	﹤0.01%	2073
2022 Q3	$106K	Buy	2,161 +610	+39%	+$33.5K	0.02%	415
2022 Q2	$91K	Buy	+1,551	New	+$92.3K	0.02%	401